How 'Practitioner Assignment' Works

Some patient-focused metrics in The BOS can be applied to multiple practitioners but should really only be attributed to their 'primary' practitioner. This is best described with an example:

Edmund has been visiting the practice regularly over the last year, doing both a weekly group class with Matthew and a one-on-one consult with Toby once per month. After a full month in October he decides to take November and December off so that he can travel the world.

*This metric is available via request

Why is 'Practitioner Assigned' better?

After using The BOS to run multiple practices over the last 4 years, we have learned that some metrics greatly benefit from being Practitioner Assigned as it makes it easier to understand and action the data. Examples include:

1. If a practitioner is sick one day and replaced by another practitioner for that day: with traditional metrics, the new practitioner has many extra clients which they only see once. This drags down their Hours per Client and Consults per Client metrics. 
2. If a client sees multiple practitioners in a month and then stops visiting: with traditional metrics, the one client would contribute to the attrition statistic of multiple practitioners and show up on their attrition lists, possibly causing them to be chased up multiple times.

With Practitioner Assigned metrics, if a practitioner fills in and takes a single appointment for a coworker, their hours/client and similar metrics are not impacted and the coworker's hours/client includes this appointment in order to reflect that the clients they are looking after are still seeing a professional regularly. Each attritioning client will only show up on one Practitioner's report.

Which metrics are 'Practitioner Assigned'?

All Practitioner Assigned metrics have a unique green 'two person' icon beside them. These include Attrition, Unique Clients, and Hours per Client. 

How does this change the data?

Practitioner Assigned only impacts metrics when you are breaking down by practitioner or viewing specific practitioners on the Practitioner Report. Reports for an entire company or division will remain the same as non-Practitioner-Assigned metrics.

When viewing a Practitioner Assigned metric for a single practitioner, all of the appointments of patients assigned to them are treated as if they were with the one practitioner. In other words, the metric is calculated by:

• finding the practitioner's assigned patients for the period
• using all of these patients' attendances, even if they are taken by a different practitioner

For example: in the screenshot above if you were to break down Hours / Client by Practitioner, each Practitioner's Hours / Client value would be:

• the total hours of the practitioner's assigned patients' visits, division-wide
• divided by the number of patients assigned to the practitioner for the period

How is the primary practitioner determined?

For an intuitive description:

The primary practitioner for each client is who the patient has seen the most over the last 6-8 weeks with a heavier focus on consults than classes.

The more accurate and longer version is that each client is assigned a primary practitioner for each period (weekly and monthly) for each profession. 

• Weekly primary practitioner is determined based on a rolling 6-week period that ends that week
• Monthly primary practitioner is determined based on that month and the previous month
• (optional) If your company has set up distinct professions (EG: Massage vs EP) then this is done for each period for each profession.

The primary practitioner is the practitioner with which they have the most appointments within that time period. Consults count four times as much as classes.

This means that if a client switches to a new practitioner then it will take a few weeks before they are assigned to the new practitioner as the rolling window slowly gets filled with attendances with the new practitioner.